A workflow template is a type of document that outlines the steps involved in a particular work process. It is typically used as a guide for employees to follow when performing their duties. Workflow templates can be created for a variety of different purposes, such as streamlining customer service processes or improving the efficiency of an organization's accounting department.
How to use the Workflow Template
FigJam's Workflow Template is divided into 4 sections:
- On Hold
- In Progress
- Needs Review
- Approved.
At any time, you can view your dashboard to see what tasks are due soon, what’s assigned to whom and when, and where things are overall in the process.
If a task is delayed or someone gets behind—no problem. The workflow process helps you stay on top of things and make sure your team has the resources they need to keep projects moving along as efficiently as possible.
5 key components of a Workflow Process Template
There are many possible ways to create a workflow process, we`ve highlighted the most common components which you need to consider before you start filling out a new Workflow Chart Template.
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Stakeholders
Who will be involved in the process? What are their roles? These are the people who will be affected by or need to be involved in your workflow process.
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Brainstorming
This will help you determine how long each step should take and what needs to happen and when. What are the goals of the workflow process? What are the steps necessary to achieve those goals?
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Timeline
Once you have a clear understanding of the steps involved, you need to create a timeline for each step. This will help ensure that the process runs smoothly and that deadlines are met. It is also important to consider how long each step will take so that you can allocate adequate resources. How long will the workflow process take? When will each step need to be completed?
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Communication
This will ensure that everyone involved in the workflow process is kept up-to-date on its progress and knows what their role is. How will information be exchanged between stakeholders during the workflow process?
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Resources
What resources (e.g., people, equipment, software) will be required to complete the workflow process?
Four Benefits of a Workflow process template
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Collaborate effectively
Workflow process templates provide an easy way for team members to collaborate on tasks. This can help to improve communication and coordination between team members.
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Train new hires
Workflow process templates can be used to train new hires on your onboarding processes. This can help to ensure that new employees are familiar with your company's procedures and can help to avoid mistakes or confusion.
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Find flaws in your processes
By using workflow process templates, you can more easily identify any flaws or bottlenecks in your current processes. This can help you to make improvements to your processes before they cause problems down the line.
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Scale your processes
Workflow process templates can help you to easily scale your processes as your business grows. This can save you time and money in the long run by avoiding the need to constantly redesign your processes as your business expands.
